New Federal Contractors — October 10, 2026

Coulson Aviation ($37,445,652), AERO-FLITE ($29,432,912), AERO AIR ($28,245,578), and PRECISION ($18,280,005) all hold Forest Service fire-suppression orders with potential ends in 2028, and most are 73-87% outlayed. Option exercises would convert roughly $18M-$21M of unobligated value per award into revenue.

The Cassadaga Job Corps Center firm-fixed-price contract has $32,655,868 already outlayed against a $54,434,749 base-plus-options value, indicating steady performance through a 2027-03-31 end date.

The order is firm fixed price for airtanker operations where fleet availability and operating costs drive margins, and roughly $21.3M of stated value depends on unconfirmed option exercise.

Caltech/JPL ($23,169,745), University System of New Hampshire ($18,509,068), University of Alaska Fairbanks ($16,694,599), and several LLCs have no publicly traded parent in the data, limiting equity read-through despite contract size.

A cost-plus-fixed-fee subsystem for the Dragonfly Titan lander is 81% outlayed through an end date of 2027-04-30, but TransDigm consolidated materiality cannot be determined from this data.

A firm-fixed-price FPS guard services order runs through 2028-09-30 with $13,864,133 outlayed, but whether the parent is publicly traded is not established.

Most USDA aviation and NASA awards carry large unexercised option values (e.g., roughly $21.3M gap on AERO-FLITE and $18.0M on AERO AIR), so realized revenue depends on future appropriations and option decisions.

Jones Lang LaSalle's $26,604,394 GSA BPA call reports $0 outlayed in Option Year 2, raising questions about performance start or billing timing.

VA ER physician staffing award to White Stone Spectrum Healthcare Resources ($18,112,864) reports $0 outlayed despite a 2021 start, a potential billing or performance anomaly.

Four of 15 awards (roughly $113M, about 31% of total value) concentrate in USDA Forest Service aviation with a small set of privately held Oregon, Washington, and Arizona recipients, creating single-agency exposure.

KGSNE JV II LLC's $18,047,426 EPA Region 1 START 8-A Brownfields delivery order is not available for competition, providing a protected revenue stream through 2027-09-15, though the recipient has no identified public parent.

MATOS-GRUNLEY JOINT VENTURE's $23,367,289 GSA design-build award is set aside entirely for small business and about 95% outlayed, indicating near-term completion and potential follow-on set-aside work in the GSA R3 region.

NASA continues steady research and launch-support funding through university and JPL partners ($23.2M Caltech, $18.5M USNH, $16.7M UAF), signaling ongoing civilian space science demand.

Four USDA Forest Service fire-suppression delivery orders totaling about $113.4M, with potential ends in 2028, show sustained federal demand for airtanker capacity.

GSA, DHS FPS, and VA awards for facilities O&M, design-build repair, guard services, and ER staffing total roughly $84.4M across five contracts, reflecting recurring federal building and security spending.

Five NASA awards total roughly $92.7M, including TransDigm's Dragonfly parachute subsystem and university-hosted research, signaling continued space R&D spending.

{"entity" => "TransDigm Group Incorporated", "reason" => "Subsidiary Airborne Systems holds a $17,142,577 NASA Dragonfly award that is 81% outlayed, but consolidated materiality is not determinable from the data.", "trigger" => "Option exercise for the $1,467,605 base-plus-options difference and any NASA Dragonfly milestone updates before 2027-04-30"}

{"entity" => "USDA Forest Service aviation contractors", "reason" => "Four privately held airtanker recipients hold about $113.4M in fire-suppression orders with unexercised option value.", "trigger" => "Option exercises and modifications ahead of the 2026-12-31 current end date and Oregon/Idaho wildfire season severity"}

{"entity" => "Jones Lang LaSalle (JLL)", "reason" => "$26,604,394 GSA BPA call shows $0 outlayed in Option Year 2, raising a performance or billing question.", "trigger" => "Outlay activity disclosure and Option Year 3 exercise decision on the Philadelphia BPA"}

{"entity" => "White Stone Spectrum Healthcare Resources LLC", "reason" => "$18,112,864 VA ER staffing award reports $0 outlayed despite a 2021 start date.", "trigger" => "VA Network Contracting Office 6 outlay reconciliation and Minnesota recompete solicitation before 2027-03-31"}